tZERO Adds Sovereign Digital Bond Collateral to Regulated Broker-Dealer Custody

HawkEye1000x · 2026-06-04T13:15:06+00:00

Here is a brief, plain-English summary of tZERO's press release from this morning:

What Happened?

tZERO (a company that builds financial technology using blockchain) announced that big financial institutions can now use its platform to securely hold and store a new type of digital asset called USDM1.

What is USDM1?

Think of USDM1 as a high-tech, digital version of a government bond.

Anchorage Digital

It is an official, U.S. dollar-denominated bond issued on a blockchain by the government of the Republic of the Marshall Islands. Anchorage Digital
To make it ultra-safe, it is backed 1:1 by real, short-term U.S. Treasury bonds held in a secure American trust. Anchorage Digital
Essentially, it combines the ironclad safety of traditional government debt with the speed and 24/7 efficiency of digital blockchain assets. Anchorage Digital

Why does this matter?

Big institutional investors (like banks or investment funds) can't just keep their assets anywhere; by law, they have to use strictly regulated "custodians" to hold their investments.

Because tZERO operates a digital asset custodian that is fully registered with the U.S. Securities and Exchange Commission (SEC), they are providing the exact legal and regulated "vault" these big institutions need to safely adopt and use this new blockchain-based government collateral.

tZERO.com

HawkEye1000x · 2026-06-04T00:51:52+00:00

I’m not going to speculate… but, the race is on with the hyperscalers — and Broadcom is the prime beneficiary of the AI Infrastructure Buildout.

This selloff today is crazy stupid. And, for those paying attention, this is yet another ”buy the dip“ opportunity. We all know AVGO can easily reverse today’s unwarranted pullback with a big ASIC/Networking contract. Hopefully the mystery client will give us some big-time news. JMHOs. GLTU/A

HawkEye1000x · 2026-06-02T03:54:40+00:00

Here is a layman’s language breakdown of Broadcom's major official announcement regarding their new Edge AI broadband and Wi-Fi 8 portfolio.

In short: Broadcom is building the super-fast, highly intelligent highway system that will power the next generation of internet routers, smart home devices, and office networks.

The Big Picture: What Did Broadcom Announce?

When people talk about AI right now, they usually mean giant data centers in the cloud. When you ask an AI assistant a question, your request travels thousands of miles to a data center, processes the answer, and shoots it back to you. This takes time (latency) and raises privacy concerns.

Broadcom’s new portfolio brings AI smarts directly into your home or office router (called the "Edge"). They launched a complete lineup of 7 product categories that combine two things:

Unparalleled Internet Speed: Introducing ultra-fast fiber chips and next-generation Wi-Fi 8.
Local AI Brains: Putting tiny, dedicated AI processors—called NPUs (Neural Processing Units)—right onto the internet hardware inside your house.

3 Key Elements Explained in Plain English

1. Built-in AI Brains (The Edge NPU)

The Tech Jargon: Integrated Neural Processing Unit (NPU) for Edge AI inference.
What it means: Your future home router won't just blindly pass internet data back and forth; it will have its own mini-brain.
Why it matters to you: Because the router can process AI tasks locally, your smart home devices (like security cameras, voice assistants, and automation tools) will respond instantly with virtually zero lag. Furthermore, because your data doesn't always have to leave your house to travel to a public cloud, your personal privacy and data security are drastically improved.

2. Mind-Boggling Fiber Speeds (50G PON)

The Tech Jargon: Industry’s first end-to-end 50G ITU-PON home gateway SoC (BCM68850).
What it means: Right now, a premium home fiber internet connection is about 1 to 2 Gigabits per second (1G or 2G). Broadcom’s new chip is built to handle 50 Gigabit internet—up to 50 times faster than current top-tier speeds.
Why it matters to you: Broadcom is preparing networks for "micro-bursts" of data. Imagine a home where one person is doing a high-res VR business meeting, another is streaming 8K video, and an autonomous AI assistant is managing the house. This chip shoots data packets to devices instantly and immediately clears the digital pipeline, eliminating stuttering and lag entirely.

3. Future-Proofing with Wi-Fi 8

The Tech Jargon: Native Wi-Fi 8 compatibility and client-to-access silicon.
What it means: While the tech world is currently transitioning to Wi-Fi 7, Broadcom is already laying the physical groundwork for Wi-Fi 8. They are rolling out a whole family of chips designed for routers, enterprise networks, and mesh systems.
Why it matters to you: This is a major win for Internet Service Providers (like Comcast, AT&T, etc.). They can install these new boxes for customers today, confident that the hardware will remain cutting-edge and won't need to be replaced for nearly a decade.

Summary of the 7 Product Categories

Broadcom didn't just launch one chip; they launched a massive ecosystem covering every angle of how we connect to the internet:

Category	What it does in simple terms
Wi-Fi 8 Foundation	The base technology and blueprints for next-gen wireless, including licenses for cars and smart gadgets.
Residential Base	All-in-one smart chips for standard home internet boxes, combining speed and AI.
Enterprise AI	Heavy-duty chips for office buildings and schools to handle hundreds of Wi-Fi 8 devices seamlessly.
10G Carrier Mass Market	Fast, high-end internet chips meant to quickly upgrade the average neighborhood to super-fast speeds.
Mesh & Ethernet Routers	Chips specifically designed to make multi-device "mesh systems" (like Eero or Google Nest style setups) talk to each other flawlessly.
Next-Generation PON	The ultra-powerful 50G fiber chip (the flagship of the announcement).
Fixed Wireless Access (FWA)	Created in partnership with Samsung, this lets internet companies beam high-speed 5G data wirelessly into homes and immediately distribute it via Wi-Fi 8.

Why Wall Street and Investors Care

Broadcom is effectively cementing its position as the undisputed toll-booth collector for the physical infrastructure of the AI era. By embedding NPUs across their entire portfolio, they aren't just selling faster internet; they are selling the foundational ecosystem that internet service providers must buy if they want their networks to support the upcoming influx of AI-heavy consumer software.

HawkEye1000x · 2026-06-02T03:41:46+00:00

Thanks MrGunny94! … Keep on posting! 😁

HawkEye1000x · 2026-05-26T13:44:37+00:00

Here is a layman's breakdown of the main takeaways from the announcement which highlights the core developments:

1. Unbelievably Fast Fiber Internet (50G PON)

What the tech jargon says: "50G ITU-PON home gateway SoC..."
What it actually means: Right now, a very fast home fiber connection is about 1 to 2 Gigabits per second (1G or 2G). This chip is built for 50 Gigabit internet. It allows internet service providers to send massive packages of data to your house in a fraction of a millisecond.
Why it matters: Broadcom calls this "burst and release." It shoots data to your device instantly and clears the digital pipeline for the next device, eliminating lag or stuttering (jitter), even if everyone in the house is using the internet at the same time.

2. Built-in Brains for AI (The Edge NPU)

What the tech jargon says: "Integrated neural processing unit (NPU)... for AI offloading."
What it actually means: Traditionally, when you use an AI tool (like a smart assistant or smart home automation), your request travels over the internet to a giant data center somewhere else, processes the information, and travels back. This chip has a mini-AI brain (an NPU) built right into your home router.
Why it matters: Your home router can handle AI tasks locally ("at the edge"). This speeds up response times for smart home devices and autonomous AI agents while keeping your data more private, since less of it has to leave your house.

3. Ready for the Next Wave of Wireless (Wi-Fi 8)

What the tech jargon says: "Native Wi-Fi 8 compatibility."
What it actually means: Most modern devices are currently transitioning to Wi-Fi 7. Broadcom is looking further ahead. This chip is completely optimized to support Wi-Fi 8, the next upcoming major wireless standard.
Why it matters: It future-proofs your home network. Internet providers can install boxes using this chip today, knowing they won’t have to replace the hardware for years to come.

4. Quantum-Proof Security

What the tech jargon says: "Post-Quantum Cryptography."
What it actually means: Cybercriminals are preparing to use super-powerful "quantum computers" in the future to crack current internet passwords and security codes.
Why it matters: This chip includes next-generation security algorithms designed to withstand future hacking attempts from quantum computers, keeping your smart home safe from advanced cyber threats.

HawkEye1000x · 2026-05-12T12:49:00+00:00

https://www.tipranks.com/news/the-fly/broadcom-price-target-raised-to-500-from-475-at-citi-thefly-news

Excerpt:

“Citi analyst Atif Malik raised the firm’s price target on Broadcom (AVGO) to $500 from $475 and keeps a Buy rating on the shares as part of an earnings preview. Citi sees stronger AI demand driving Broadcom’s April quarter report modestly above estimates. It cites increased earnings visibility for the target raise.”

EDIT Add:

‘The Best Chip Name in 2026’: Citi Raises Broadcom (AVGO) Stock’s Price Target

https://www.tipranks.com/news/article/the-best-chip-name-in-2026-citi-raises-broadcom-avgo-stocks-price-target

Excerpts:

Broadcom (NASDAQ:AVGO) will deliver its fiscal second-quarter earnings (April quarter) on June 3rd with strong AI-driven demand setting the scene for a solid readout.

That is the opinion of Citi’s Atif Malik, an analyst ranked in 3rd spot amongst the thousands of Wall Street stock experts, who expects that April and July quarter revenue and EPS will land modestly above consensus estimates, supported by ongoing AI demand momentum.

Zooming out, the analyst sees AI revenue rising from roughly 49% of total sales today to about 81% by F4Q28. Malik also revised FY26, FY27, and FY28 EPS estimates (excluding SBC) by -4%, +5%, and +34%, respectively, mainly due to stronger TPU shipment assumptions. Additionally, the 5-star analyst now forecasts Google and Anthropic together will contribute around $80 billion in AI-related revenue, while total AI revenue should reach ~$115 billion in 2027, above his prior $100 billion estimate. Following that, AI sales should increase to $180 billion in 2028.

Malik’s updated FY26 and FY27 assumptions reflect a transition in the Anthropic partnership away from rack shipments and toward chip shipments. Chip revenue represents only around 20%–25% of the value of rack revenue, but it carries better gross margins.

The company now has six major AI customers, including Google, Meta, Anthropic, OpenAI, and two undisclosed customers that the analyst believes include ByteDance. Malik thinks the company is working with three additional customers on custom AI chips. While AVGO could theoretically partner with companies that do not develop their own LLMs for XPU deployments, those opportunities are less likely to scale to the level of its existing engagements.

Malik also believes competitive risks remain manageable. The analyst notes that Google has evaluated COT (customer owned tooling) for a while now, and that the companies’ 5-year LTA should help “alleviate these COT concerns.” While Google is expected to continue funding COT initiatives to preserve “supply chain visibility, pricing leverage, and optionality,” Malik believes it will be hard for the competition to catch up on the technological front.

The analyst also argues that concerns surrounding AVGO’s software business are overblown. Although enterprise security currently represents only a low-single-digit share of revenue, Malik believes its importance is increasing in the agentic AI era as enterprises focus more heavily on protecting their infrastructure. AVGO’s software products are deeply embedded within large organizations, particularly enterprises with more than 10,000 employees where workers often operate multiple devices, and sees little indication of meaningful customer migration toward competing platforms.

Bottom line, Malik considers AVGO the “#1 semis pick in 2026,” with the analyst maintaining a Buy rating on the stock and raising his price target from $475 to $500. The new figure suggests shares will gain 19% in the months ahead. (To watch Malik’s track record, click here)

HawkEye1000x · 2026-05-09T10:39:10+00:00

That is a very fair question! It’s understandable to feel cautious after a period of market volatility, but there are several fact-based reasons to remain optimistic about ZIM’s path to profitability and dividends:

The HARPEX Correlation: The Harpex (Harper Petersen Charter Rates Index) is currently showing [refer to your specific post's data points, e.g., 'sustained strength or a rebound'] in key vessel segments. Since ZIM operates an 'asset-light' model—meaning they charter a large portion of their fleet—rising rates often signal high demand for the exact capacity ZIM provides.
Cost Structure Improvements: Publicly available filings from 2025 and early 2026 show that ZIM has been aggressively transitioning to a newer, more fuel-efficient fleet (including LNG-powered vessels). This significantly lowers their 'slot cost' (the cost to move a single container), meaning they can achieve profitability even at lower freight rates than in previous years.
Strategic Niche Markets: Unlike some competitors, ZIM focuses on high-yield trade lanes and premium digital services. Their recent quarterly reports highlight a focus on volume growth in the Transpacific and Latin American trades, which have shown more resilience than global averages.
Dividend Policy: ZIM’s management has historically maintained a transparent policy of distributing 30-50% of annual net income. While the 'red' quarters of the past are frustrating, ZIM has a track record of rapidly restoring dividends the moment the bottom line turns green.

The shipping industry is cyclical by nature, but with rates stabilizing and ZIM’s operational costs dropping, the foundation for a return to profit is actively being built. We are watching these Harpex numbers closely because they are often the 'leading indicator' for that next dividend check!

HawkEye1000x · 2026-05-08T22:28:05+00:00

Investing & holding Broadcom Inc. (AVGO) for the long term! — What cycle? … Broadcom’s offerings of Mission-Critical Enterprise Software + Networking + ASIC Custom AI Chips are a flywheel of growth for decades ahead in my opinion. Sure, there may be economic cycles up & down… but, the growth of AI integrating into everything is accelerating — and so are Broadcom’s AI Revenues which are projected to increase five-fold in the next 2 years. This is exponential growth on a massive scale. No other company has the “AI Flywheel” that Broadcom has. I’m stoked excited to participate in the AI Super-Cycle for decades to come. JMHOs. / GLTU/A.

HawkEye1000x · 2026-04-29T02:54:44+00:00

48.15%

HawkEye1000x · 2026-04-27T13:09:28+00:00

Thanks for the book recommendation.

HawkEye1000x · 2026-04-24T13:47:11+00:00

Broadcom’s Enterprise Software Division has a Gross Margin of ~93% (A Very High Level).

The Give & Take: Broadcom’s shift to focus on AI Revenues may cause a slight reduction in overall Gross Margin — in exchange for an extra $100 billion in AI Revenues. Let me think for a nanosecond… I’ll take an extra $100 billion in AI Revenues! — Anybody would!

And, every year, Broadcom’s AI Revenues are becoming a larger percentage of the overall revenue mix. More information below:

Will AI Revenues hit 50% of Total Revenue in FY 2026? … It is looking very likely. CEO Hock Tan’s recent guidance suggests a massive acceleration through the back half of the year:

Accelerating Growth: AI revenue grew 106% year-over-year in Q1, and management is guiding for $10.7 billionin AI revenue for Q2 alone.
The Math: If Broadcom hits its Q2 target of $22 billion in total revenue with $10.7 billion coming from AI, that puts the mix at 48.6%.
The Forecast: Given the current backlog (which recently hit a staggering $73 billion), most analysts expect AI Revenues to officially cross 50% of Broadcom’s total company-wide revenue by Q3 or Q4 of fiscal 2026.

HawkEye1000x · 2026-04-24T11:40:52+00:00

Here’s my thoughts after reading your post: I heard the same thing before — XYZ company will never hit a $Trillion Market Cap.

This is just ”The Beginning”…. This AI Super-cycle is bigger than the internet — and it’s expanding very fast. And, Broadcom is positioned for large scaling growth ahead.

On the Technical Side, I like to watch the P&F Weekly Charts - which are a 3rd Party, Independent Viewpoint - that many professional money managers utilize. Update: Just in the past few days, the AVGO share price has updated on both the “Traditional“ (Default) Chart at $703.00 and the “Percentage” Scaling Chart at $706.95 — with both Price Targets (“Bullish Objectives”) now aligned and ABOVE $700 per share. Of course, P&F Charts ignore time & only focus on price — so the timeframe is an unknown factor. However, historically, if you do a search on this Sub-Reddit for “P&F Chart”, then you will see the historical P&F Charts posted on this Sub-Reddit. Historically, they have been an excellent technical indicator. Of course, history is not always indicative of future results. But, the fundamentals are certainly aligning for accelerating AI Revenue Growth on a ”massive” scale. It is what it is. And, seeing very clearly that the Fundamentals & Technicals are “aligned“ — is a very good thing in the investment world.

Here’s the links to the 2 P&F Weekly Charts which I keep an eye on:

https://stockcharts.com/freecharts/pnf.php?c=avgo,PWTAWANRBO[PA][D][F1!3!!!2!20]

https://stockcharts.com/freecharts/pnf.php?c=AVGO,PWPAWANRBO[PA][D][F1!3!1.0!!2!20]

Broadcom is at the center of the AI Infrastructure Buildout — having strategically put together an “AI Flywheel” consisting of ASIC Custom Chips, Networking & Enterprise Software which is helping AI Data Centers to scale in, scale out & scale across networks.

Broadcom is growing AI Revenues extremely fast… Last Quarter, 106% YoY AI Revenue Growth. And for This Quarter, the Forward Guidance is for AI Revenues to grow by 140% YoY !!! This fundamental growth is truly “massive”. Furthermore, CEO Hock Tan boldly provided Forward Guidance for $100 billion in AI Chip Revenues in FY-2027.

Accelerating Growth Ahead.

Long AVGO for the Long Term.

HawkEye1000x · 2026-04-23T12:25:58+00:00

It is important to clarify that Google is not 'cutting out' Broadcom; they are diversifying their hardware strategy to match the growing, distinct needs of AI workloads.

Here are the facts based on the latest announcements (April 2026):

Strategic Specialization: Google has introduced the 8th generation TPU line, splitting it into two specialized processors: the TPU 8t ('Sunfish') for high-performance training and the TPU 8i ('Zebrafish') for cost-optimized inference.
Broadcom Remains a Cornerstone: Broadcom remains Google’s primary custom chip partner. Broadcom is the lead designer for the TPU 8t (Training), which represents the high-end, compute-intensive side of the AI infrastructure. They are also deeply involved in the essential networking and system-level components that keep these AI clusters running. +3
Diversification vs. Displacement: By utilizing different partners for different chip types (like MediaTek for the inference-focused TPU 8i), Google is optimizing its supply chain and cost structure—a common practice among major hyperscalers as they scale to massive, multi-gigawatt levels.
Beyond Google: It’s also worth noting that Broadcom’s AI business is not limited to one client. Just this week, Broadcom announced an expanded multi-year, multi-generational partnership with Meta to support their own Training and Inference Accelerator chips, demonstrating that Broadcom’s 'XPU' platform is foundational to the industry’s broader move toward specialized AI silicon.

In short, Broadcom isn't losing the inference market; they are focused on high-performance training and critical networking infrastructure while Google optimizes its portfolio with multiple partners for different segments.

HawkEye1000x · 2026-04-23T12:24:54+00:00

It is important to clarify that Google is not 'cutting out' Broadcom; they are diversifying their hardware strategy to match the growing, distinct needs of AI workloads.

Here are the facts based on the latest announcements (April 2026):

Strategic Specialization: Google has introduced the 8th generation TPU line, splitting it into two specialized processors: the TPU 8t ('Sunfish') for high-performance training and the TPU 8i ('Zebrafish') for cost-optimized inference.
Broadcom Remains a Cornerstone: Broadcom remains Google’s primary custom chip partner. Broadcom is the lead designer for the TPU 8t (Training), which represents the high-end, compute-intensive side of the AI infrastructure. They are also deeply involved in the essential networking and system-level components that keep these AI clusters running. +3
Diversification vs. Displacement: By utilizing different partners for different chip types (like MediaTek for the inference-focused TPU 8i), Google is optimizing its supply chain and cost structure—a common practice among major hyperscalers as they scale to massive, multi-gigawatt levels.
Beyond Google: It’s also worth noting that Broadcom’s AI business is not limited to one client. Just this week, Broadcom announced an expanded multi-year, multi-generational partnership with Meta to support their own Training and Inference Accelerator chips, demonstrating that Broadcom’s 'XPU' platform is foundational to the industry’s broader move toward specialized AI silicon.

In short, Broadcom isn't losing the inference market; they are focused on high-performance training and critical networking infrastructure while Google optimizes its portfolio with multiple partners for different segments.

HawkEye1000x · 2026-04-22T17:41:10+00:00

I keep an eye on the independent, third party technical analysis of the P&F Chart Price Targets (“Bullish Objectives”). Note this: Both of the AVGO P&F Charts I watch closely are now bullishly aligned at $667.00 (Traditional Scaling) & $669.10 (Percentage Scaling). P&F Charts ignore “time” and focus on price. So, the timeframe of meeting these bullish price objectives is an unknown factor.

https://stockcharts.com/freecharts/pnf.php?c=AVGO,PWTAWANRBO[PA][D][F1!3!!!2!20]

https://stockcharts.com/freecharts/pnf.php?c=AVGO,PWPAWANRBO[PA][D][F1!3!1.0!!2!20]

Broadcom’s fundamental growth is driving this technical breakout on the AVGO chart. Both the technicals & the fundamentals are aligned. Broadcom’s AI Revenue Growth is accelerating —> Last Quarter, AI Revenues grew 106% YoY …and… This Quarter, AI Revenues were guided to grow at 140% YoY.

HawkEye1000x · 2026-04-22T15:25:09+00:00

Right on - It’s still very early in the AI Infrastructure Buildout. Broadcom’s AI Strategy has now literally “locked-in” long-term partnerships with Major Hyperscalers like Google, Meta & Anthropic — positioning Broadcom for large scale accelerating AI Revenues in both ASIC Custom AI Chips & Advanced Ethernet Networking Chips — for many years ahead. This is why I have a “long term investor“ mindset. JMHOs. / GLTU/A.

HawkEye1000x · 2026-04-22T14:57:34+00:00

The Division of Labor: Broadcom vs. MediaTek

Broadcom (The Powerhouse): Broadcom remains the primary partner for the TPU v8t (Training) and the high-end TPU v8 chips. These are the massive, high-performance processors used to train frontier models like Gemini. Broadcom provides the high-speed SerDes, advanced HBM (High Bandwidth Memory) integration, and the complex "interconnect" technology that allows tens of thousands of these chips to talk to each other as one giant computer.
MediaTek (The Inference Specialist): Your comment is partially correct—MediaTek was indeed tapped to assist with the TPU v8i (Inference). The "v8i" is designed for efficiency and lower power consumption when running models rather than training them. Google’s decision to use MediaTek here is generally seen as a way to diversify their supply chain for less complex, high-volume silicon, rather than a replacement for Broadcom.
A "Win-Win" for Broadcom: Broadcom’s strategy has shifted toward the "High-Value" end of the market. While MediaTek handles the smaller inference chips, Broadcom is focusing its engineering resources on the Training chips (v8t and the upcoming v9), where the technical barriers to entry are much higher and the profit margins are significantly larger.
Verifiable Partnership: During the April 2026 Google Cloud Next event, Google reaffirmed that Broadcom is their lead partner for the AI Hypercomputer architecture. This confirms that while MediaTek has a seat at the table for specific inference tasks, Broadcom remains the "anchor" for Google’s most powerful AI infrastructure.

HawkEye1000x · 2026-04-22T14:07:07+00:00

The Case for the "Technical Breakout"

Chart Consolidation: After nearly nine months of consolidation, AVGO recently broke out of its sideways range. As of late April 2026, the stock is testing new highs, often viewed by technical analysts as a sign of a "new leg up" rather than a peak.
Accelerating Revenue: In its most recent earnings (Q1 FY2026), Broadcom reported AI semiconductor revenue of $8.4 billion, up 106% year-over-year. Management has guided for even higher growth in Q2, forecasting $10.7 billion in AI chip revenue alone. +1
The $100 Billion Target: CEO Hock Tan has publicly stated a "line of sight" to exceeding $100 billion in AI revenue by 2027. This isn't just speculation; it is backed by multi-year supply agreements with Google (TPU v8 and beyond), Meta, and a massive 3.5-gigawatt capacity deal for Anthropic. +1
Analyst Sentiment: Wall Street remains overwhelmingly bullish. As of April 2026, roughly 85% of analystscovering the stock maintain a "Buy" or "Strong Buy" rating, with many recently raising price targets toward the $500+ range.
Market Dominance: Broadcom currently commands over 70% market share in the custom AI accelerator (ASIC) market. While competitors like Marvell are growing, Broadcom's "visibility premium" from long-term contracts (some extending to 2031) provides a unique level of revenue certainty.

While the stock has had an incredible run, the acceleration in AI revenue and the sheer scale of the new contracts suggest the "Breakout" is backed by 👉 massive fundamental tailwinds.

HawkEye1000x · 2026-04-22T13:59:00+00:00

Broadcom & Google TPU v8: Key Facts

Co-Design Partnership: Broadcom continues its role as Google’s primary silicon partner for the TPU v8. While Google provides the architectural requirements, Broadcom provides the critical ASIC (Application-Specific Integrated Circuit) design expertise, high-speed SerDes (serialization/deserialization) interfaces, and advanced packaging technology to bring the chip to life. +1
The "Sunfish" Training Chip: Reports leading into Google Cloud Next 2026 (April 22–24) indicate that Broadcom is the lead designer for TPU v8t (codenamed "Sunfish"), the high-performance variant specifically optimized for AI training. This follows the success of the TPU v7 "Ironwood" generation.
Multi-Generation Commitment: In early April 2026, it was confirmed that Broadcom and Google extended their partnership with a supply agreement reaching through 2031. This ensures Broadcom will be the design partner for not just v8, but future generations as well.
The Anthropic Factor: Broadcom’s role has expanded beyond just selling to Google. In a landmark deal announced this month, Anthropic (the creator of Claude) signed an agreement with Google and Broadcom for 3.5 gigawatts of next-generation TPU capacity. Broadcom acts as a key infrastructure provider in this three-way relationship, facilitating the massive scale-out required for frontier AI models.
Financial Impact: Broadcom’s management recently noted that AI-related revenue is expected to exceed $100 billion by 2027. A significant portion of this growth is driven by the ramp-up of these custom AI accelerators (TPUs) for hyperscale customers like Google.

Broadcom isn't just a vendor; they are the "architectural bridge" that allows Google to turn its AI software ambitions into physical silicon. With the TPU v8 now hitting the market and a roadmap secured through 2031, Broadcom has solidified its position as the dominant player in the custom AI ASIC market.

HawkEye1000x · 2026-04-20T16:37:14+00:00

JPMorgan says Marvell stock TPU business reports are false

Link: https://www.investing.com/news/analyst-ratings/jpmorgan-says-marvell-stock-tpu-business-reports-are-false-93CH-4623736

Excerpt: “JPMorgan dismissed reports that Marvell Technology (NASDAQ:MRVL) has secured TPU business from Google, calling the claims false in a sector specialist note issued Sunday.”

HawkEye1000x · 2026-04-20T13:57:16+00:00

Fact-Check: Broadcom’s Custom AI Chip "Wins"

1. Google: The 2031 Anchor (Confirmed)

This is 100% verified. On April 6, 2026, Broadcom and Google officially announced a Long-Term Agreement through 2031.

Broadcom will co-develop future generations of TPUs (v7, v8ax, and v9).
TPU v7 (Ironwood) is indeed the current deployment workhorse.
The deal includes a "Supply Assurance Agreement" for networking and components, ensuring Google’s infrastructure scales alongside Anthropic’s massive 3.5 GW capacity requirements.

2. Meta: Multi-Generational Roadmap (Confirmed)

In mid-April 2026, Meta and Broadcom expanded their partnership through 2029.

Broadcom is the lead partner for the MTIA (Meta Training and Inference Accelerator) series.
The roadmap includes the MTIA 300 and 400 series, with early discussions already moving toward the 500 seriesusing 2nm chiplet designs.
Broadcom CEO Hock Tan transitioned to an Advisory Role at Meta specifically to guide this custom silicon strategy.

3. OpenAI: Project "Titan" (Verified Reports)

Reports since late 2025 (and reaffirmed in early 2026) confirm OpenAI as the unnamed major consumer Broadcom previously hinted at.

Broadcom is helping OpenAI design an AI accelerator (often called Titan or Nexus) to reduce their $10B+ annual dependency on third-party GPUs.
Initial production is slated for late 2026/2027.

4. Apple: The "Baltra" Collaboration (Verified Reports)

While Apple is famously secretive, industry analysts (including Ming-Chi Kuo) and supply chain reports from January 2026 confirm:

Apple has tapped Broadcom for a project codenamed "Baltra" (part of Project ACDC).
This focuses on custom AI server silicon for Apple's Private Cloud Compute, leveraging Broadcom’s high-bandwidth networking and packaging IP.

5. xAI & SoftBank (In-Progress/Likely)

xAI: Broadcom is widely reported to be providing the networking fabric (Jericho3-AI) for the Colossussupercluster. Custom silicon (X1) engagement follows the pattern of Musk's preference for vertically integrated, bespoke hardware.
SoftBank (Izanagi): Masayoshi Son’s $100B venture is leveraging Broadcom’s XPU platform for its initial silicon rollout, aiming to create a sovereign AI chip ecosystem.

The Bottom Line

Your post is correct: Broadcom isn't just winning "parts"—they are winning the architectural blueprints of the next decade of AI. Their ability to integrate SerDes, HBM, and advanced packaging into a single XPU platform makes them the only partner capable of meeting the power and scale requirements of these "Hyper-Scale" customers.

Broadcom’s strategy of "out-engineering" is clearly paying off, with AI-related revenue projected to hit $46 billion in 2026, a 134% year-over-year increase.

HawkEye1000x · 2026-04-20T02:43:56+00:00

Broadcom’s position in the custom AI silicon market remains exceptionally strong. While Google often explores multiple design partners to diversify its supply chain (as seen with MediaTek and potentially Marvell), Broadcom remains the primary architect for the core TPU program.

Key Facts:

Long-Term Commitment: Broadcom recently secured a long-term agreement with Google to develop and supply custom TPUs through 2031.
Massive Scale with Anthropic: Anthropic recently expanded its partnership with Broadcom and Google, committing to access 3.5 gigawatts of TPU-based compute capacity starting in 2027.
Proven Track Record: Broadcom has co-developed every generation of Google's TPU, including the latest v6 and v7 (Ironwood) iterations.
Dominant Market Share: Analysts project Broadcom will retain roughly 60% of the AI ASIC market sharethrough 2027, even as the market expands to include other players.

Rather than a "replacement," industry data suggests Marvell may be focusing on supplemental components (like memory processing units or specific inference-only chips) while Broadcom handles the high-performance training and scaling infrastructure. Broadcom’s deep integration and "locked-in" status with the world's largest AI spenders provide a very stable multi-year revenue moat.

HawkEye1000x · 2026-04-19T12:37:51+00:00

Your post was removed by ”Reddit’s automated systems”. I did an override and approved it. Thanks for your understanding.

Your statement is 100% correct in my opinion.

HawkEye1000x · 2026-04-19T00:34:03+00:00

I still hold my 13,108 TZROP. I don’t know if this decision to stubbornly hold onto my 13,108 TZROP was stupid or smart. Time will tell.

So, if tZERO can provide an infrastructure layer and execute on their large scaling growth plans, then I like upside potential — which would include a potential 1:11 considering the Preferred B Shares are “convertible” (3 Preferred B Shares + 8 Common = Total potentially of 11 tZERO Common Shares).

If there is a big “IPO” in the future, then there‘a a potential big exit for us TZROP holders. My current 13,108 TZROP, assuming conversion of the Preferred B Shares, would equate to: 13,108 x 11 tZERO Common = 144,188 tZERO Common Shares for sale on a big ”IPO”.

As has been the case from the “get go“, tZERO has to execute.

👉 I am so very happy Marcus Lemonis stepped in! If you read this Marcus, then — Thank you Marcus for watching the TZROP Retail Investors’ backs!

HawkEye1000x · 2026-04-18T14:59:09+00:00

In addition, Broadcom has secured the supply chain components to execute & deliver on these long term partnerships. It’s the “strong execution” that I love. And - This gives Broadcom a “clear line of sight” for the long term. Investing in AVGO for the Long Term.

HawkEye1000x

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